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BFG

Bouchey Financial Group Portfolio holdings

AUM $1.36B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$12.3M
3
+$6.38M
4
HODL icon
VanEck Bitcoin Trust
HODL
+$5.85M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2M

Top Sells

1
+$35.5M
2
+$6.78M
3
+$5.44M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.21M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.84M

Sector Composition

1 Technology 6.49%
2 Consumer Discretionary 2.28%
3 Financials 0.87%
4 Industrials 0.59%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
76
NextEra Energy
NEE
$177B
$663K 0.05%
7,013
+500
XAUG icon
77
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$51.3M
$656K 0.05%
17,327
-31
WFC icon
78
Wells Fargo
WFC
$251B
$652K 0.05%
7,576
-16
VEU icon
79
Vanguard FTSE All-World ex-US ETF
VEU
$64.3B
$650K 0.05%
8,228
V icon
80
Visa
V
$614B
$649K 0.05%
2,107
+106
AMGN icon
81
Amgen
AMGN
$183B
$649K 0.05%
1,825
+63
VZ icon
82
Verizon
VZ
$196B
$646K 0.05%
13,518
+671
IGM icon
83
iShares Expanded Tech Sector ETF
IGM
$10.2B
$645K 0.05%
5,070
VTV icon
84
Vanguard Value ETF
VTV
$179B
$604K 0.04%
2,978
-1,063
WMT icon
85
Walmart Inc
WMT
$957B
$602K 0.04%
4,662
+1,864
MPLX icon
86
MPLX
MPLX
$57.2B
$596K 0.04%
10,568
PG icon
87
Procter & Gamble
PG
$348B
$577K 0.04%
3,933
+606
HACK icon
88
Amplify Cybersecurity ETF
HACK
$2.34B
$569K 0.04%
7,605
MO icon
89
Altria Group
MO
$122B
$566K 0.04%
8,339
+312
COST icon
90
Costco
COST
$436B
$565K 0.04%
547
+148
EPS icon
91
WisdomTree US LargeCap Fund
EPS
$1.5B
$557K 0.04%
7,815
RTX icon
92
RTX Corp
RTX
$239B
$551K 0.04%
2,711
+37
TRTX
93
TPG RE Finance Trust
TRTX
$664M
$536K 0.04%
+65,616
CVX icon
94
Chevron
CVX
$380B
$516K 0.04%
2,710
+954
ILCG icon
95
iShares Morningstar Growth ETF
ILCG
$3.05B
$512K 0.04%
5,060
LRCX icon
96
Lam Research
LRCX
$403B
$502K 0.04%
1,940
+130
GAUG icon
97
FT Vest US Equity Moderate Buffer ETF August
GAUG
$295M
$479K 0.04%
12,069
-36
HON icon
98
Honeywell
HON
$131B
$462K 0.03%
1,957
+64
DE icon
99
Deere & Co
DE
$152B
$460K 0.03%
743
+246
XLF icon
100
State Street Financial Select Sector SPDR ETF
XLF
$49.1B
$459K 0.03%
8,937
+1,131
2 3
4
5 6